Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$43.0B
162M shares
52-week range
$148.05 – $310.50
73% from low
Sector
SERVICES-PREPACKAGED SOFTWARE
Exchange
NYSE
CS
P/S (TTM)
12.7
EV / FCF (TTM)
25.8
Veeva is the global leading supplier of cloud-based software solutions for the life sciences industry. The company's best-of-breed offerings address operating and regulatory requirements for customers ranging from small, emerging biotechnology companies to departments of global pharmaceutical manufacturers. The company leverages its domain expertise to improve the efficiency and compliance of the underserved life sciences industry, displacing large, highly customized and dated enterprise resource planning systems that have limited flexibility. Its two main products are Veeva CRM, a customer relationship management platform for companies with a salesforce, and Veeva Vault, a content management platform that tackles various functions within any life sciences company.
www.veeva.comNo one on the platform currently holds VEEV.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2025-12-31 | 109,640 | $24.5M |
| Bridgewater Associatesas of 2025-12-31 | 91,766 | $20.5M |
No one on the platform has traded VEEV yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 11.8% | 14.2% | 18.9% | — | — | — |
| Rev. Growth % | 16.3% | 16.9% | ||||
| Profit Margin % | 28.4% | 24.5% | 23.8% | |||
| Free Cash Flow Margin % | 43.4% | 39.2% | 36.5% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +4.2% on the P/E track.
At today's price, your expected annual return is +9.4% on the P/E track.
At today's price, your expected annual return is +13.8% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2027 | $3.7B | +16.4% | $9.24 | $9.19–$9.27 | 28.9× | 17 |
| 2028 | $4.1B | +12.3% | $10.27 | $9.78–$10.70 | 26.0× | 16 |
| 2029 | $4.6B | +12.2% | $11.54 | $10.40–$12.39 | 23.1× | 8 |
| 2030 | $5.1B | +10.5% | $12.71 | $12.51–$12.98 | 21.0× | 3 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-26 | $2.23 | $2.35 | +5.4% |
| 2026-06-03 | $2.14 | $2.24 | +4.7% |
| 2026-03-04 | $1.94 | $2.06 | +6.2% |
| 2025-11-20 | $1.95 | $2.04 | +4.6% |
| 2025-08-27 | $1.90 | $1.99 | +4.7% |
| 2025-05-28 | $1.74 | $1.97 | +13.2% |
| 2025-03-05 | $1.60 | $1.74 | +8.7% |
| 2024-12-05 | $1.58 |
| $1.75 |
| +10.8% |
| $8.0B |
| — |
| CAHCardinal Health, Inc. | $234.89 | +0.14% | $55.0B | — |
| EWEdwards Lifesciences Corporation | $85.52 | +1.36% | $49.2B | — |
Source: Financial Modeling Prep · peers by sector/industry
Trading $VEEV : Pre-Market High Breakout Long Setup Watch this video to learn how to find such Swings Trade Opportunities and Repeatable Swing Setups 🎯 https://x.com/TENETTRADEGROUP/status/2099951387371286786?s=20
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$TEAM $VEEV $NOW $CRM $ZS Good place to hide for a while and make some money.
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$VEEV If the AI pace slows, the cleanest software names are the ones that never depended on it. Vertical software for one regulated industry is about as far from the frontier debate as it gets. Techdamentals IV Calculator 👇 https://techdamentals.com/v/VEEV Educational, not advice.
View on StockTwits ↗$VEEV Vertical SaaS built for one industry. Narrower market, stickier customers, completely different economics from horizontal software. Techdamentals IV Calculator 👇 https://techdamentals.com/v/VEEV Educational, not advice.
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$VEEV Veeva Systems (VEEV) • Conference commentary: At the Wells Fargo 21st Annual Healthcare Conference (Sept 9), Veeva outlined a strategy expanding from life‑sciences CRM into data, R&D software, and AI.[investing] • Institutional flows: Recent 13F filings show big moves: CalSTRS increased its stake by ~16,590% in Q2; Saudi Central Bank boosted its position by 78.5%.[marketbeat +1] • Sentiment/targets: Consensus rating is “Moderate Buy” with an average price target around $285.[marketbeat] What to watch: How management frames AI monetization in life sciences, CRM growth vs. new data/R&D modules, and any updates on commercial cloud adoption.
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@Blackdyna I was saying this about $MSFT back when it was around $360. I knew deep down that was a bargain price. Sure enough I was right. same with $VEEV at $150. Sometimes we just need to drown out the noise .
View on StockTwits ↗$VEEV Vertical SaaS built for one industry. Narrower market, stickier customers, completely different economics from horizontal software. Techdamentals IV Calculator 👇 https://techdamentals.com/v/VEEV Educational, not advice.
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$VEEV I sold 25% of my current position, I think that GAP might get filled and run down to the $246.00 range, still own a nice amount and up 70%, if the GAP does get filled i will jump in hard and ride it up over $300.00 which is where it is heading. Remember not every GAP gets filled, so I could be wrong, but taking some profit after this run seems logical.
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Fundamental analysis of $VEEV (VEEVA SYSTEMS INC) based on financial data and reported results. #VEEV
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$VEEV Do I sell the 70% gain made in 3 months, or let it ride? Insight is appreciated.
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@Ryu131 you know he is bullish on a AI consulting firm. $VEEV literally they help businesses adopt AI faster. He is filled with so much bullshit and does not even buy into his own thesis.
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$LULU lululemon reporting earnings after close $VEEV $BBW $PYPL $NVDA
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sld some winners (partial) to take gains. sld $VEEV for a 60% gain;
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$VEEV (+0.5% pre) $SNOW (+23.3% pre) Burry remains bullish on Veeva, calls Snowflake overvalued https://ooc.bz/l/113146
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.